Assign orders to drivers or couriers

Assign orders to a driver

Tick the orders on Dispatch, then press Assign to driver and pick a driver.

1. Assign to driver. Tick one or more orders, then press it.
2. The drivers list. Each driver shows their load. Pick one driver for all the ticked orders.
3. A greyed driver cannot take the order, and the reason is shown, for example “Over cash limit”. The same checks apply when an allocation rule assigns.

Or drag an order onto a driver

In the Drivers panel, dragging an order onto a driver does the same as Assign to driver. The same checks apply.

Assign orders to a courier

Press Assign to courier to give the order to a 3PL partner.

1. Courier. The 3PL partner who takes the order. There is no tracking number to type: the partner’s shipment number comes from its own system.
2. Leg. On Pickups you choose Both, Pickup or Delivery. The default comes from the partner, and it is fixed when the partner serves only one leg. On Deliveries it is always the delivery leg.

Know what happens to an order a partner holds

A partner order takes its statuses from the partner, so you cannot give it to a driver.

1. Assign to driver is greyed on an order that a partner holds. The tooltip says why: the order takes its statuses from the partner.

Run the allocation rules

Select orders that have no driver and run your rules on them.

1. Run allocation rules runs your rules on the selected orders that have no driver. Rules also run on every new order and are retried automatically.
2. The result and the reason. Each order shows who it went to and why, for example the rule, the match and the distance.
3. No rule matched. The order stays unassigned and appears in Needs attention.

Handle restaurant orders that are being prepared

Restaurant orders stay out of allocation until the kitchen says they are ready.

1. Being prepared. The restaurant is still preparing the order, so the allocation rules skip it.
2. Mark ready marks the order Ready for pickup on the restaurant’s behalf and runs the allocation rules at once. If a driver was already assigned, only the kitchen stage changes and the driver is told. The order’s history records who did it.

See why an order went to a driver

The assignment log keeps every proposal and its reason.

1. Dispatch ⋯ › Assignment log lists every proposal and its outcome.
2. Source. What made the assignment: a rule, proximity, a person, or a driver who picked an open order.
3. Reason. The rule or the check behind it, for example “least busy in 12 km: 1 open order, 3.2 km”.